Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
3.93%
6 Months
11.46%
25.32%
1 Year
8.21%
18.21%
3 Years
12.09%
32.70%
5 Years
11.81%
23.63%
Since Inception
13.34%
28.38%
Fund Age
5 yrs 3 mo
7 yrs 10 mo
AUM
₹34.29 Cr
₹8,686.39 Cr
Alpha – 1 Year
5.23%
13.49%
Alpha – 3 Years
0.21%
20.61%
Information Ratio – 3 Years
0.17
1.92
Volatility – 1 Year
24.84%
22.97%
Volatility – 3 Years
21.42%
19.40%
Beta – 1 Year
1.25
1.12
Beta – 3 Years
1.08
0.98
Sharpe Ratio – 1 Year
0.21
0.61
Sharpe Ratio – 3 Years
0.49
1.30
Worst Rolling Year
7.11%
17.00%
Value at Worst Rolling Year
₹1.07 Cr
₹1.17 Cr
Deepest Drawdown
−34.77%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.26%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 5% · M 7% · S 69%
L 37% · M 30% · S 25%
Number of Stocks
37
43
Portfolio P/E
52.15
62.25
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
2% / 0% / 0%